Profit Sharing · DOL Form 5500 · 2023

A. V. Hunter Trust, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$611K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$203,684
Avg per participant Above avg balance/head
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Official DOL plan name: A.V. Hunter Trust, Inc. Retirement Plan · Sponsored by A. V. Hunter Trust, Incorporated · Colorado · Other Services

$611K in assets, 3 participants

A. V. Hunter Trust, Incorporated's A.V. Hunter Trust, Inc. Retirement Plan reported $611K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,272 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, A.V. Hunter Trust, Inc. Retirement Plan ranks #3,272 of 7,857 2023 filers by assets (3285% of the sector average)-$611K for 3 participants.

#3,272
in Other Services (7,857 peers)
+40.0%
assets growth YoY

A.V. Hunter Trust, Inc. Retirement Plan among the smaller filed plans by assets

A.V. Hunter Trust, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$611,053 20th percentile higher than 20% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

A.V. Hunter Trust, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.V. Hunter Trust, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.V. Hunter Trust, Inc. Retirement Plan reported net income rose from -$788K in the plan year 2022 filing to $175K in the plan year 2023 filing.
  • A.V. Hunter Trust, Inc. Retirement Plan end-of-year assets rose from $436K in the plan year 2022 filing to $611K in the plan year 2023 filing.
  • A.V. Hunter Trust, Inc. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840461332 · A. V. Hunter Trust, Incorporated PY 2023 · Profit Sharing

A.V. Hunter Trust, Inc. Retirement Plan · $611K · 3 · 20th

  • PART $611K
  • PART 3
  • PART 20th
  • PART Profit Sharing
  • PART near Tmt Holdings Co. Retirement Plan
  • PART ind #3272

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Colorado →

A.V. Hunter Trust, Inc. Retirement Plan in the asset neighbourhood

A.V. Hunter Trust, Inc. Retirement PlanA.V. Hunter Trust, Inc. Reti…$611KTmt Holdings Co. Retirement PlanTmt Holdings Co. Retirement …$611KC&e Home Design Inc. Retirement PlanC&e Home Design Inc. Retirem…$612KPortfolio One Inc Profit Sharing PlanPortfolio One Inc Profit Sha…$612KB & C Cutters, Inc Profit Sharing PlanB & C Cutters, Inc Profit Sh…$610K
End-of-year total assets ($M) among A.V. Hunter Trust, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$436K
Net Assets (End of Year)$611K
Net Income$175K
Employer EIN840461332
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. V. Hunter Trust, Incorporated)

Sponsor-wide plan assets over time

All A. V. Hunter Trust, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$804K 84.22674554477678% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.44M $0.8M ▲ +81.8%
Year Plans Participants Total Assets
2022 1 4 $436K
2023 1 3 $611K
2024 1 5 $804K

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

A.V. Hunter Trust, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants A.V. Hunter Trust, Inc. Retirement Plan, Total assets ($M): 0.611053 · Participants: 3A.V. Hunter Trust, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
A.V. Hunter Trust, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare A.V. Hunter Trust, Inc. Retirement Plan side-by-side with 3 peers →

A.V. Hunter Trust, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Tmt Holdings Co. Retirement Plan in MD ($611K); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($611K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A.V. Hunter Trust, Inc. Retirement Plan assets move in 2023? ▼
A.V. Hunter Trust, Inc. Retirement Plan surged - up 40.0% during 2023, from $436K to $611K. Reported net income was $175K.
How have A. V. Hunter Trust, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. V. Hunter Trust, Incorporated's sponsor-wide assets grew 84.2%, from $436K to $804K.
Where does A.V. Hunter Trust, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
A.V. Hunter Trust, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to A.V. Hunter Trust, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tmt Holdings Co. Retirement Plan in MD ($611K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to A.V. Hunter Trust, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840461332.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.